Planning for Success: Charitable Gift Strategy Seminar

Sep 29, 2017

Join CFJC for breakfast as we bring together industry professionals and donors to collaborate and learn about recent developments and successful financial planning strategies. The agenda is packed with engaging presenters with insightful information on charitable planning ideas, relevant law changes, available tax credits and real donor success stories. dreamstime-Coins-Tree-Growth.jpg

Friday, Nov. 3, 2017
Radisson Hotel & Conference Center
1220 First Avenue, Coralville, IA 52241
Networking breakfast - 7:30 - 8:15 a.m. Program - 8:15 a.m. - noon

Program Agenda

7:30 - 8:15 a.m. - Registration and complimentary breakfast

8:15 a.m. - Welcome - Anna Moyers Stone, Vice President, Trust Officer at MidWestOne Bank

8:20 - 9:20 a.m. - Top 10 Charitable Planning Ideas
Paul Morf, Attorney at Simmons Perrine Moyer Bergman PLC
Charitable planning allows the planner to combine goals to create the most effective result. learn the top planning ideas so you (or your client) can make the most informed decisions.

9:20 - 10:20 a.m. - Tax Update: The Year in Review - What's Happening in Washington, D.C. & Des Moines
Carley Umstead, Sr. Manager, Tax Services, RSM US LLP
Todd Hendricks, Sr. Manager, State and Local Tax, RSM US LLP
Hear what has happened during the last 12 months affecting charitable ad tax-exempt organizations at the federal and state level - plus a Capitol Hill update on tax reform.

10:20 - 10:30 a.m. Break

10:30 - 11:20 a.m. - Endow Iowa Tax Credits: A current and Future Look
Kara McCann Boutell, President of the Iowa Council of Foundations

11:20 - 11:50 a.m. - Real Life Donor Success Stories
Dave Lewis, Executive Director of the Community Foundation of Johnson County
Donors will share their perspective about giving back to the community through the Community Foundation of Johnson County

11:50 a.m. - Noon - Closing and ppportunity to speak with presenters

Free Continuing Education Credit! Free Parking!

Register at


Sponsors: Simmons Perrine Moyer Bergman PLC - RSM - MidWestOne Bank - Community Foundation of Johnson County



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